Holiday Shopping Trends: Selective Resilience Defines The Retail Landscape
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Columbia Threadneedle Investments978 FollowersFollow5ShareSavePlay(9min)CommentsSummaryDespite stubborn inflation and macroeconomic uncertainty, the U.S. consumer remains broadly resilient heading into 2026.While overall consumer spending remains robust, the forces of inflation, shifting tariffs and diverging household wealth are redefining which retailers thrive and which struggle.For the current holiday shopping season, surveys indicate that most consumers now enter the holidays with a set budget, regardless of timing.
Images By Tang Ming Tung/DigitalVision via Getty Images By Mari Shor, CFA As 2026 approaches, the U.S. retail sector finds itself at a crossroad. While overall consumer spending remains robust, the forces of inflation, shifting tariffs and diverging household wealth are redefining which retailersThis article was written byColumbia Threadneedle Investments978 FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.